See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $98,205 |
FIRST ALLIED SECURITIES INC2 years Filed as: FIRST ALLIED SECURITIES, INC Service code 26 655 WEST BROADWAY 12TH FLOOR · SAN DIEGO, CA 92101 | Advisory (Participants) | $49,244 |
INTAC ACTUARIAL SERVICES5+ years Service code 14 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Plan Administrator | $16,210 |
Service code 26 · EIN 13-3573976 1110 SOUTH AVE STE 301 · STATEN ISLAND, NY 10314 | Advisory (Participants) | $10,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,763 | $40,174+31.3% | $84,015-37.2% | $67,579-21.9% |
| Participation rate | 53.4% | 62.7%-9.3pp | 69.0%-15.6pp | 71.3%-17.9pp |
| Annual return | 23.64% | 25.82%-2.2pp | 71.31%-47.7pp | 378.56%-354.9pp |
| Employer contribution / active EE | $334 | $808-58.7% | $1,983-83.2% | $2,148-84.5% |
| Participant deferral / active EE | $3,626 | $2,301+57.6% | $3,239+12.0% | $3,539+2.5% |
| Admin fee / account holder | $0 | $128-100.0% | $6,101-100.0% | $142-100.0% |